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| Strategic Perspective Is a Key Commodity During Bouts of Volatility |
| As recently as mid-2016 it was common to hear advisers describe significant market volatility as the new normal, but since then the global equity markets have been remarkably stable and generous; so it makes some sense, experts agree, that investors are feeling jittery as volatility returns to the fore.
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| TDF Analysis Highlights Passive Growth, Home Equity Bias |
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In its discussions with TDF managers, Mercer has found many say they have not aligned with the ACWI, and have continued with portfolios that display home equity bias for a number of reasons; the research also shows strong growth in passive TDF market share.
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| Measuring Managed Account Performance Is Part Art, Part Science |
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A new analysis out from Empower Retirement finds historical investment performance does not serve as an optimal overall measure of value delivered by a managed account; there is strong evidence to suggest “engaged participants” extract more value from managed accounts.
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| Institutional Investors Had Diversified in Anticipation of Volatility |
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Turning to opportunistic allocations and alternative investments, they expect average returns of 7.2% this year, Natixis found in a survey.
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| Embrace of Passive Funds Is Not What It Appears To Be |
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In conversation with Jeff Kletti, head of investments at Wells Fargo Institutional Retirement and Trust, PLANADVISER gets an inside view of some emerging—and some familiar—defined contribution plan trends.
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| SEC Takes Aim at Bond Market Liquidity Issues in 2018 |
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The SEC’s new Fixed Income Market Structure Advisory Committee aims to tackle difficult bond market liquidity challenges, with its first official meeting coming up this week.
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